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SPDR MSCI USA Gender Diversity ETF

102 hedge funds and large institutions have $78.6M invested in SPDR MSCI USA Gender Diversity ETF in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 32 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
102
Holders Change
+3
Holders Change %
+3.03%
% of All Funds
1.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
32
Reduced
22
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$11M -$152K -1,395 -1%
Morgan Stanley
2
Morgan Stanley
New York
$10.6M -$211K -1,936 -2%
Bank of America
3
Bank of America
North Carolina
$5.57M -$367K -3,376 -6%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$5.01M -$635K -5,834 -11%
UBS Group
5
UBS Group
Switzerland
$4.66M -$75K -689 -2%
Betterment LLC
6
Betterment LLC
New York
$3.97M +$129K +1,186 +3%
William Blair & Company
7
William Blair & Company
Illinois
$3.84M +$109 +1 +0%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$3.74M -$58.5K -538 -2%
AFG
9
Albion Financial Group
Utah
$3.37M +$33.1K +304 +1%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$2.23M +$1.04M +9,524 +87%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$1.86M +$1.25M +11,493 +204%
Goldman Sachs
12
Goldman Sachs
New York
$1.51M +$870K +8,001 +136%
WSFS
13
Wilmington Savings Fund Society
Delaware
$935K -$54.9K -505 -6%
GI
14
Gradient Investments
Minnesota
$894K +$9.36K +86 +1%
KAS
15
Kestra Advisory Services
Texas
$835K +$25.5K +234 +3%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$820K +$69.1K +635 +9%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$784K +$30.2K +278 +4%
BIA
18
Bell Investment Advisors
California
$762K +$15K +138 +2%
CWM
19
Congress Wealth Management
Massachusetts
$634K +$634K +5,829 New
Wealthfront Advisers
20
Wealthfront Advisers
California
$627K +$13.3K +122 +2%
SEI Investments
21
SEI Investments
Pennsylvania
$605K -$19.3K -177 -3%
Mercer Global Advisors
22
Mercer Global Advisors
Colorado
$605K -$3.16K -29 -0.5%
Wells Fargo
23
Wells Fargo
California
$588K +$29.9K +275 +5%
LWP
24
Laurel Wealth Planning
Minnesota
$578K +$19.7K +181 +4%
Mariner
25
Mariner
Kansas
$564K +$653 +6 +0.1%